Increase display item in lookup in crm 2013

Hi,
I want to show all records in lookup. by default 10 items are visible. How to increase maximum number of item in lookup.

it's not possible
My blog: www.crmanswers.net -
Rockstar 365 Profile

Similar Messages

Display notification in Homepage of CRM 2013

Hi,
How can we display any notification to user in homepage of CRM 2013.
Thanks,
Silky

Hi Silky,
You can do it using Workflow to Create a New Activity Feed Post, which can be shown on User's Dashboard. You can refer the following post on how to create this.
https://community.dynamics.com/crm/b/dynamics_universitycrm/archive/2013/05/13/using-workflow-to-create-a-new-activity-feed-post.aspx
Hope this helps!
Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

Disable most recently used items for this field in CRM 2013

Hi,
I have checked "Disable most recently used items for this field " property option for lookup filed in CRM 2013. But it still displaying MRU items on the lookup filed. Can someone please help to fix this ?
Regards,
Thanga

did you try to clean your browser cache? use a different browser?
My blog: www.crmanswers.net -
Rockstar 365 Profile

'$P_CRM' is undefined Error while opening Lookup field in Bulk edit form in CRM 2013

Hi All,
I am getting this strange error in MS CRM 2013
When I do bulk edit for any entity , I select 2-3 records and click on Edit , the Bulk edit form opens
then whenever I clicks on any field which is lookup type It does not open , after debugging with F12 developer tool
I am getting this error. "'$P_CRM' is undefined"
I have MS CRM 2013 on premise , Service Pack 1 Update Rollup 1 installed and using IE 11.
Any Idea
Regards,
Vilas
Vilas Magar http://microsoftcrmworld.blogspot.com/

Few questions that might help us to identify issue:
1. Have you enabled Social Insight ? If yes can you try bulk edit on entity which don't have social insight enabled and confirm if it repro there?
For more information on how to enable Social Insight :
http://technet.microsoft.com/en-us/library/dn659847.aspx
2. When you close bulk edit form are you getting script error dialog? If yes can you share that error log reports?

Display CRM 2013 Dashboard in SharePoint 2010 Page Viewer web part

Hello,
I am trying to add a simple CRM 2013 dashboard to a SharePoint 2010 web page (Page Viewer web part). The page shows the banner only - the dark blue banner from CRM, but that is it. No data, no headers, etc.
Is this a permissions issue? The SP and CRM servers and user are all on the domain.
Thanks,

Hello,
I believe I found the answer to this issue. The GUID for the dashboard needs to be copied from customizations/Dashboards in Settings. Then the URL ends up looking [something] like this (note: this is just a sample) -
http://SERVERNAME/ORGNAME/Dashboards/Dashboard.aspx?dashboardid=NNNNNNNNNNNNNNNNNNNNNNNNN
Server name and org name and GUID (sample below shown as "NNNNNNNNNNNNNNNNNNNNNNNNN") needs to be replaced with the correct GUID of your entity to make the URL valid. This is just a sample, not meant to be used in a production
environment.

Dynamically Populated Option Sets in CRM 2013

Hello,
In my solution, I have an entity with an option set attribute that has no option values by default. A script in the entity form handles the population of the option set dropdown via .addOption. The displayed value of the attribute shows blank or "--"
(for CRM 2013). The expected behavior is that when the user selects an item in the dropdown, the field value changes and then displays the selected value. Another attribute (single line of text) then gets that value for later use. This works just fine in CRM
2011.
However, in CRM 2013, selecting a value in the dropdown does not change the displayed value of the field. Putting focus again on the dropdown shows that the default value (blank) is selected (or nothing is selected).
I tried to modify the field value using Xrm.Page/Entity and even JQuery directly on elements to at least to display the selected text, change some attributes, etc. None of this works. It should be noted that when attaching a "change" handler in
JQuery to the dropdown, it fires. When specifying a change handler for the field in the form properties, it does not fire.
I have another idea involving creating a workflow that runs periodically or another server process/plugin to dynamically populate a global option set, and then point my entity's option set attribute to that option set. If you're wondering why a workflow,
the attribute is supposed to be a list of all existing entity names in the current default solution. If for some reason entities are added/removed from the solution, my option set needs to be brought up-to-date.
Before going down this road, I'm wondering if any of you have encountered this and how you got around it.
Thanks!

Hello Mahender
As Rod mentioned in his query, the option set attribute is supposed to be a list of all existing entity names in the current CRM organization . If for some reason entities are added/removed from the organization, the option set needs to be updated.
Hence we created a blank option set attribute. Now, OnLoad of the form, we populate the option set using .addOption() method. This populates the option set, but on selection change, attribute's OnChange() is not getting triggered and also, the selected value
is not visible on form.
Below is an example of what we are trying to achieve
http://www.powerobjects.com/blog/2012/01/25/microsoft-dynamics-crm-and-dynamic-option-sets/
I hope I am able to explain my query in detail here.
Any help is appreciated.
Thanks,
Bhavika Patel

Dynamic Hyperlink in SSRS 2008 for CRM 2013 online

Hi All,
I have a report which displays contact name and contactid from contact table
I need a link to the contact name which open the CRM record
Is this possible ?
Any suggestion most appreciated
Thanks
Pradnya07

Hi
i been using this url for help
http://h30507.www3.hp.com/t5/Applications-Services-Blog/Microsoft-Dynamics-CRM-2013-SSRS-drill-down-reports-Part-II/ba-p/149943
but it didnt worked i get the below error
Any help much appreciated
Thanks
Pradnya07

CRM 2013 - "Save and Close" button behavnig like "Save and New"

Hi,
I am working in CRM 2013. I have a scenario in which I am saving new opportunity product record through javascript and preventing original save of CRM. Save is working fine. After save, I need to refresh the screen. So I have used "Xrm.Utility.openEntityForm"
to open newly created item in edit mode. When I click on "Save and Close" button on this new form in edit mode, instead of closing the opportunity product screen, it opens new entity form. So in short, after saving the record, if I click on "Save
and Close", it behaves like "Save and New".
Any one facing such issue?

Save & Close seems to behave like the Save & "Back" Button, so the form tries to return to the new form, that was opened before.
But I have no solution for this behavior...

Best practice for encrypting data in CRM 2013 (other than the fields it already encrypts)

I know CRM 2013 can encrypt some values by default, but if I want to store data in custom fields then encrypt that, what's the best practice? I'm working on a project to do this through a javascript action that when triggered from a form would reference
a web service to decrypt values and a plugin to encrypt on Update/Create, but I hoped there might be a simpler or more suggested way to do this.
Thanks.

At what level are you encrypting? CRM 2013 supports encrypted databases if you're worried about the data at rest.
In transit, you should be using SSL to encrypt the entire process, not just individual data.
you can use field-level security to not display certain fields to end users of a certain type if you're worried about that. It's even more secure than anything you could do with JS, as the data is never passed over the wire.
Is there something those don't solve?
The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

Best practice for developing with CRM 2013 (On Premises)

Hello all. I'm just starting to work with CRM, and I have some questions that hopefully will be simple for the seasoned developers. It's mostly just some best practice or general how-to questions for the group.
- When creating a new Visual Studio CRM Project I can connect to my CRM Instance and create new WebResources which deploy to the CRM instance just fine, but how can I pull all the existing items that are in the CRM Solution into the Visual Studio CRM project?
Or do I need to export the solution to a ZIP, expand it with SolutionPackager.exe, then copy these into my Visual Studio project to get it into sync?
- When multiple developers are working on changes is it best to keep everything in a Visual Studio project as I mentioned above, or is it better for everyone to have their own instance of CRM to code with so they can Export/Import solutions as needed then
these solutions be manually merged before moving into a common Test/QA environment?
- When modifying the submenu on a CRM form is it suggested to use Ribbon Workbench or is it better/easier to just export the solution, expand it with SolutionPackager.exe, modify ribbondiff and anything else required for the change, package it
back up, then reimport to CRM? I've heard from some that Ribbon Workbench has some limitations, but being green I wasn't sure what those limitations might be or if it'd be best to just manually make these changes. Or is thre any way to have a copy
of ribbondiff in Visual Studio and deploy this without having to repackage the Solution and Import in the ZIP?
I think that's it for now :) Thanks for any advise or suggestions. I really want to start learning the in's and out's of CRM and how all the pieces fit together. Also can someone direct me to some documentation or books that might give
more insight on developing for CRM 2013 or 2015 (moving to this soon)?
Thanks for your time.

Hi Sam
Also interested in best practice around this area - especially recommended development routes, unit testing, continuous integration etc - it would be great if you posted here if you find any good articles etc. At the moment we tend to just push changes
onto a live system as and when appropriate and I'd prefer to move away from that...
Thanks
Stuart

How to create custom report in crm 2013

Hi,
I want to create custom report in crm 2013. I want to show Contact information in report. My scenario is that when I select multiple record and run report then contact information show in different pages. I want to show record in textbox in report. Here
is an example of display record

Hi Aamir,
Have a look at below link it shows step by step how to create custom SSRS report.
http://www.njevity.com/blog/creating-dynamics-crm-2011-reports-sql-reporting-services-pre-filtering-and-default-filters
It tells using fetchxml, you can use SQL query as well. You need to use pre filtering to run report on selected record.
Thanks,
Prasad
Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

CRM 2013 Opening salesorder record results in blank page

I am using CRM 2013 on-premise and I'm having an issue viewing Order records. I can see the list of Active Orders, but when I click an Order record to open it, I get a blank page.
I have tried the following to fix this:
Cleared my cookies and cache
Navigated to another Org under the same URL
IIS reset on the web site
Full server reboot
I have found several posts saying this is a known bug in CRM 2013 and the "fixes" were the items listed above. Has anyone else run into this issue and not been able to resolve using the aforementioned work-arounds?
I also get an additional error when I try to navigate away from the blank page:
Microsoft Dynamics CRM Error Report Contents
<CrmScriptErrorReport>
<ReportVersion>1.0</ReportVersion>
<ScriptErrorDetails>
   <Message>Unable to get value of the property 'ClientVariables': object is null or undefined</Message>
   <Line>2</Line>
   <URL>/_common/JsProvider.ashx?ids=1959345455-451858892-1713948411-1401263868-1250882489-367493978-19173614-574022791-696891199-2007586035-1552783829&ver=1250620516</URL>
   <PageURL>/main.aspx?etc=1088&extraqs=%3f_gridType%3d1088%26etc%3d1088%26id%3d%257b8029E1FC-4FB8-E411-9406-00155D106900%257d%26rskey%3d706276367&pagemode=iframe&pagetype=entityrecord&rskey=706276367</PageURL>
   <Function>anonymous(){returnthis.get_$L_0().ClientVariables}</Function>
   <CallStack>
    <Function>anonymous(){returnthis.get_$L_0().ClientVariables}</Function>
   </CallStack>
</ScriptErrorDetails>
<ClientInformation>
   <BrowserUserAgent>Mozilla/5.0 (compatible; MSIE 9.0; Windows NT 6.1; WOW64; Trident/5.0; SLCC2; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; Media Center PC 6.0; .NET4.0C; .NET4.0E; BRI/2; MS-RTC LM 8; InfoPath.3)</BrowserUserAgent>
   <BrowserLanguage>en-us</BrowserLanguage>
   <SystemLanguage>en-us</SystemLanguage>
   <UserLanguage>en-us</UserLanguage>
   <ScreenResolution>1920x1200</ScreenResolution>
   <ClientName>Web</ClientName>
   <ClientTime>2015-03-30T12:47:28</ClientTime>
</ClientInformation>
<ServerInformation>
    <OrgLanguage>1033</OrgLanguage>
    <OrgCulture>1033</OrgCulture>
    <UserLanguage>1033</UserLanguage>
    <UserCulture>1033</UserCulture>
    <OrgID>{0E1EFE15-0471-E411-93FE-00155D106900}</OrgID>
    <UserID>{15167AD7-C474-E411-93FE-00155D106900}</UserID>
    <CRMVersion>6.1.0.581</CRMVersion>
</ServerInformation>
</CrmScriptErrorReport>

wilson5301 wrote:
When he tries to open up a PDF, Internet explorer will open a new blank window.
Open a PDF from where:
saved locally on the computer?
from an online link?
If from an online link, I have seen the same before. This usually occurs if the server where the document is located is very slow. Retrying (F5) usually resolves the problem.
P.S. the latest secure version of Reader 7x is 7.1.4!

How to popup email template in CRM 2013

Hi,
I am doing customization in CRM 2013. I have an entity named "Agreement" and it has a optionSet field named "SendEmail" it has two values "Yes","No". My scenario is that When I select "Yes" then Email form
will display in popup window. Please tell me how to open Email form on Popup on "SendEmail" field event change.

Hello,
You can use following approach -
http://a33ik.blogspot.com/2014/01/open-new-email-form-with-to-field.html
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

Problem to convert a optionset into multi selection picklist on crm 2013

Hey I meet a problème on my development see my result :
link : https://social.microsoft.com/Forums/getfile/652331
a multiple select list on my crm 2013 I do this process on this forum :
link : https://social.microsoft.com/Forums/en-US/2db47a59-165d-40c9-b995-6b3262b949eb/how-to-convert-a-optionset-into-multi-selection-picklist-in-crm-2011-using-javasacript?forum=crmdevelopment
my development :
// var_sc_optionset >> Provide schema-name for Option Set field
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// OSV >> Provide text field object which will store the multi selected values for Option Set
//Method to convert an optionset to multi select Option Set
function ConvertToMultiSelect(var_sc_optionset, var_sc_optionsetvalue, OS, OSV)
if( OS != null && OSV != null )
OS.style.display = "none";
Xrm.Page.getControl(var_sc_optionsetvalue).setVisible(false);
// Create a DIV container
// var addDiv = document.createElement("<div style='overflow-y:auto; color:#000000; height:160px; border:1px #6699cc solid; background-color:#ffffff;' />");
var addDiv = document.createElement("div");
addDiv.style.overflowY = "auto";
addDiv.style.height = "160px";
addDiv.style.border = "1px #6699cc solid";
addDiv.style.background = "#ffffff";
addDiv.style.color = "#000000";
OS.parentNode.appendChild(addDiv);
// Initialise checkbox controls
for( var i = 1; i < OS.options.length; i++ )
var pOption = OS.options[i];
if( !IsChecked( pOption.text , OS, OSV) ){
// var addInput = document.createElement("<input type='checkbox' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("style","border:none; width:25px; align:left;");
else {
// var addInput = document.createElement("<input type='checkbox' checked='checked' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("checked","checked");
addInput.setAttribute("style","border:none; width:25px; align:left;");
// var addLabel = document.createElement( "<label />");
var addLabel = document.createElement( "label");
addLabel.innerText = pOption.text;
// var addBr = document.createElement( "<br />"); //it's a 'br' flag
var addBr = document.createElement( "br"); //it's a 'br' flag
OS.nextSibling.appendChild(addInput);
OS.nextSibling.appendChild(addLabel);
OS.nextSibling.appendChild(addBr);
///////Supported functions
// Check if it is selected
function IsChecked( pText , OS, OSV)
if(OSV.value != "")
var OSVT = OSV.value.split(";");
for( var i = 0; i < OSVT.length; i++ )
if( OSVT[i] == pText )
return true;
return false;
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// Save the selected text, this field can also be used in Advanced Find
function OnSave(OS, var_sc_optionsetvalue)
var getInput = OS.nextSibling.getElementsByTagName("input");
var result = '';
for( var i = 0; i < getInput.length; i++ )
if( getInput[i].checked)
result += getInput[i].nextSibling.innerText + ";";
//save value
control = Xrm.Page.getControl(var_sc_optionsetvalue);
attribute = control.getAttribute();
attribute.setValue(result);
I have to do 2 field one is option list field and the second is textfield,
option list field : new_books
textfiled : new_picklistvalue
my js is on onload event see :
link : https://social.microsoft.com/Forums/getfile/652333
thanks you for you'r help

Hey I meet a problème on my development see my result :
link : https://social.microsoft.com/Forums/getfile/652331
a multiple select list on my crm 2013 I do this process on this forum :
link : https://social.microsoft.com/Forums/en-US/2db47a59-165d-40c9-b995-6b3262b949eb/how-to-convert-a-optionset-into-multi-selection-picklist-in-crm-2011-using-javasacript?forum=crmdevelopment
my development :
// var_sc_optionset >> Provide schema-name for Option Set field
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// OSV >> Provide text field object which will store the multi selected values for Option Set
//Method to convert an optionset to multi select Option Set
function ConvertToMultiSelect(var_sc_optionset, var_sc_optionsetvalue, OS, OSV)
if( OS != null && OSV != null )
OS.style.display = "none";
Xrm.Page.getControl(var_sc_optionsetvalue).setVisible(false);
// Create a DIV container
// var addDiv = document.createElement("<div style='overflow-y:auto; color:#000000; height:160px; border:1px #6699cc solid; background-color:#ffffff;' />");
var addDiv = document.createElement("div");
addDiv.style.overflowY = "auto";
addDiv.style.height = "160px";
addDiv.style.border = "1px #6699cc solid";
addDiv.style.background = "#ffffff";
addDiv.style.color = "#000000";
OS.parentNode.appendChild(addDiv);
// Initialise checkbox controls
for( var i = 1; i < OS.options.length; i++ )
var pOption = OS.options[i];
if( !IsChecked( pOption.text , OS, OSV) ){
// var addInput = document.createElement("<input type='checkbox' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("style","border:none; width:25px; align:left;");
else {
// var addInput = document.createElement("<input type='checkbox' checked='checked' style='border:none; width:25px; align:left;' />" );
var addInput = document.createElement("input" );
addInput.setAttribute("type","checkbox");
addInput.setAttribute("checked","checked");
addInput.setAttribute("style","border:none; width:25px; align:left;");
// var addLabel = document.createElement( "<label />");
var addLabel = document.createElement( "label");
addLabel.innerText = pOption.text;
// var addBr = document.createElement( "<br />"); //it's a 'br' flag
var addBr = document.createElement( "br"); //it's a 'br' flag
OS.nextSibling.appendChild(addInput);
OS.nextSibling.appendChild(addLabel);
OS.nextSibling.appendChild(addBr);
///////Supported functions
// Check if it is selected
function IsChecked( pText , OS, OSV)
if(OSV.value != "")
var OSVT = OSV.value.split(";");
for( var i = 0; i < OSVT.length; i++ )
if( OSVT[i] == pText )
return true;
return false;
// var_sc_optionsetvalue >> Provide schema-name for field which will store the multi selected values for Option Set
// OS >> Provide Option Set field object
// Save the selected text, this field can also be used in Advanced Find
function OnSave(OS, var_sc_optionsetvalue)
var getInput = OS.nextSibling.getElementsByTagName("input");
var result = '';
for( var i = 0; i < getInput.length; i++ )
if( getInput[i].checked)
result += getInput[i].nextSibling.innerText + ";";
//save value
control = Xrm.Page.getControl(var_sc_optionsetvalue);
attribute = control.getAttribute();
attribute.setValue(result);
I have to do 2 field one is option list field and the second is textfield,
option list field : new_books
textfiled : new_picklistvalue
my js is on onload event see :
link : https://social.microsoft.com/Forums/getfile/652333
thanks you for you'r help

Getting an error as "Access denied" while writing the data into CRM 2013?

Hi,
I have written code in Script component Transformation to connect CRM 2013. I have used CRM 2013 SDK to connect it.
#region
Help: Introduction to the Script Component
/* The Script Component allows you to perform virtually any operation that can be accomplished in
* a .Net application within the context of an Integration Services data flow.
* Expand the other regions which have "Help" prefixes for examples of specific ways to use
* Integration Services features within this script component. */
#endregion
#region
Namespaces
using
System;
using
System.Data;
using
Microsoft.SqlServer.Dts.Pipeline.Wrapper;
using
Microsoft.SqlServer.Dts.Runtime.Wrapper;
using
Microsoft.Xrm.Sdk;
using
Microsoft.Xrm.Sdk.Query;
using
Microsoft.Xrm.Sdk.Client;
using
Microsoft.Xrm.Sdk.Messages;
using
System.ServiceModel;
using
System.ServiceModel.Description;
#endregion
[Microsoft.SqlServer.Dts.Pipeline.
SSISScriptComponentEntryPointAttribute]
public
classScriptMain:
UserComponent
//This
method is called once, before rows begin to be processed in the data flow.
///You
can remove this method if you don't need to do anything here.
IOrganizationServiceorganizationservice;
// Variables for the CRM webservice credentials
// You could also declare them in the PreExecute
// if you don't use it anywhere else
stringCrmUrl =
stringCrmDomainName =
stringCrmUserName =
stringCrmPassWord =
publicoverridevoidPreExecute()
base.PreExecute();
         * Add your code here
CrmUrl =
this.Variables.CrmWebservice.ToString();
        CrmDomainName =
this.Variables.CrmDomainName.ToString();
        CrmUserName =
this.Variables.CrmUserName.ToString();
        CrmPassWord =
this.Variables.CrmPassWord.ToString();
// Connect to webservice with credentials
ClientCredentialscredentials =
newClientCredentials();
        credentials.UserName.UserName =
string.Format("{0}\\{1}",
CrmDomainName, CrmUserName);//"[email protected]";
        credentials.UserName.Password = CrmPassWord;
        organizationservice =
newOrganizationServiceProxy(newUri(CrmUrl),
null, credentials,
null);
///This
method is called after all the rows have passed through this component.
///You
can delete this method if you don't need to do anything here.
//</summary>
publicoverridevoidPostExecute()
base.PostExecute();
         * Add your code here
///<summary>
///This
method is called once for every row that passes through the component from Input0.
//<param
name="Row">The row that is currently passing through the component</param>
publicoverridevoidInput0_ProcessInputRow(Input0BufferRow)
         * Add your code here
EntityContact =
newEntity("Contact");
   Contact["Employeeid"] = Row.EmpId;
if (!Row.Prefix_IsNull)
    Contact["MiddleName"] = Row.Prefix;
organizationservice.Create(Contact);
I was getting an error when the Create method is called from Organizationservice object and it is executing fine till that method. Could you please suggest me how to go further on this?
Thanks &amp; Regards, Anil

Hi Anil,
You want to make sure you use lower case for both CRM entity and field names.
In any case, writing a custom script component to talk to CRM may not sound terribly hard, but as soon as you get more business requirements and you deal with more entities, you will find it is not something trivial.
For this reason, we highly recommend you check out a commercial offering which will actually save you a lot of time and effort. Check out our solution at http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm/ for
further details, we offer many integration features for Microsoft Dynamics CRM you can't find elsewhere, such as Upsert, Text Lookup, many-to-many relationship support, various writing actions, etc.
Disclaimer: I work for KingswaySoft
Daniel Cai | http://danielcai.blogspot.com |
@danielcai | Data Integration made easy with
SSIS Integration Toolkit

Increase display item in lookup in crm 2013

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